Recently, a number of listed companies in the A-share photovoltaic industry have reported annual profits.
Judging from the performance forecast, Sungrow, the leading photovoltaic inverter, is expected to achieve a net profit attributable to the parent company of 9.3 billion yuan to 10.3 billion yuan in 2023, a year-on-year increase of 159% to 187%.
Oujing Technology expects the net profit attributable to the parent company to be 600 million yuan to 6 in 2023900 million yuan, a year-on-year increase of 15169% to 18945%。
Dike shares are expected to have a net profit attributable to the parent company of 3 in 2023600 million yuan to 400 million yuan, a year-on-year turnaround. The Company's main business is the R&D, production and sales of conductive silver paste in the metallization of photovoltaic cells.
Arctech, a leading photovoltaic bracket company, expects a net profit attributable to the parent company of 35.4 billion yuan, a year-on-year increase of 6967%。
In addition, photovoltaic companies such as Quartz, GCL Integration, and Jinko Solar also achieved pre-profit, with a large year-on-year increase.
Not only is the performance promising, but in the near future, listed companies in the photovoltaic industry have also been committed to conveying industry confidence and have successively announced their share increases.
On January 30, Zhong Baoshen, chairman of LONGi Green Energy, increased his holdings of 300,000 shares of the company, accounting for 00040%, with an increase of 61410,000 yuan. After the completion of the increase, Zhong Baoshen held 9865 of LONGi Green Energy840,000 shares, accounting for 13019%。
On January 31, Tongwei Co., Ltd. plans to increase its shareholding in the company by no less than 1 billion yuan and no more than 2 billion yuan, and the total increase in shareholding ratio does not exceed 2% of the company's total share capital.
In addition, TCL Zhonghuan has also recently repurchased about 5 million shares of the company, accounting for 01237%, and the total amount paid reached 625580,000 yuan.
Data shows that in 2023, the photovoltaic industry will continue to grow rapidly.
On December 20, 2023, the National Energy Administration released the national power industry statistics from January to November 2023, showing that the newly installed solar power capacity was 163.88 million kilowatts. As of the end of December last year, China's installed solar power generation capacity was about 60.9 billion kilowatts, a year-on-year increase of 552%。China's wind power and photovoltaic products have been exported to more than 200 countries and regions around the world, with a cumulative export value of more than US$33.4 billion and US$245.3 billion respectively.
Some people in the industry believe that after a long-term reshuffle, the chip structure of the photovoltaic sector has been optimized, and it is the medium and long-term funds that have come into the layout. Therefore, in the current position, the photovoltaic sector has more elasticity to jump upward. (CCTV Capital Eye).